Greenwood Investors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,525,933
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
30
23% high-net worth
Advisors
1
of 4 employees
Firm type
Investment Manager
May not manage individual clients
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
LowAverage account size
$250,864
About
GreenWood Investors LLC manages roughly $180 million for about 30 clients, serving individuals, high‑net‑worth clients, family offices, endowments and institutional investors. The firm provides discretionary investment supervisory services for separate accounts and acts as investment manager to multiple pooled private funds and offshore feeder vehicles.
The firm follows a bottoms‑up, collaborative, concentrated global investment approach that emphasizes deep fundamental research, long holding periods and active engagement with company management and boards. It runs model portfolios for separate accounts, employs long positions alongside hedges and selective short sales, and delivers research and regular written commentary to investors.
GreenWood is also a private fund sponsor and adviser, operating a series of limited‑partnership and offshore funds that it uses as single‑name co‑investments to pursue constructive changes at target companies; these pooled vehicles include multiple share classes and performance‑based fee arrangements with hurdle and high‑water‑mark features. The firm’s direct engagement — including board participation, proxy contests and litigation undertaken on behalf of its funds — and its practice of publishing research and reporting performance results are notable relative to many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
$0+: 1.5% annually for all separate accounts (no performance fee) $0+: 1.0% annually for GreenWood Builders Fund I, LP (plus 10% performance fee after 12% compounded hurdle) $0+: 1.0% annually for GreenWood Builders Fund II, LP (plus 10% performance fee after 5% annual hurdle) $0+: 1.0% annually for GreenWood Builders Fund IV, LP Class A (plus 10% performance fee after 5% annual hurdle) $0+: 1.5% annually for GreenWood Builders Fund IV, LP Class B (plus 15% performance fee after 5% annual hurdle) $0+: 1.0% annually for GreenWood Builders Fund V, LP Affiliated LP (plus 10% performance fee after 5% annual hurdle) $0+: 1.5% annually for GreenWood Builders Fund V, LP New LP (plus 15% performance fee after 5% annual hurdle) $0+: 1.0% annually for GreenWood Global Micro Fund, LP Founders Class (closed), 0% management fee and 15% performance fee $0+: 1.0% annually for GreenWood Global Micro Fund, LP Builders Class (open) plus 15% performance fee after 5% hurdle
Performance fees range from 10% to 15% of capital appreciation, subject to various annual hurdle rates (5% or 12% compounded), and high water marks, depending on the fund and client class.
Account minimum: $10,000 for separate accounts; $100,000 for funds (may be waived based on client needs and complexity)
Main office location
Greenwood Investors LLC
1270 Avenue Of The Americas, 7 Th Floor
New York NY 10020, United States
Number of offices
2
Most active in
Greenwood Investors LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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